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iShares S&P 500 Growth ETF
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Overview Fund Activity

1,805 hedge funds and large institutions have $38.1B invested in iShares S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 651 increasing their positions, 699 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,805
Holders Change
-42
Holders Change %
-2.27%
% of All Funds
24.51%
Holding in Top 10
187
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.95%
% of All Funds
2.54%
New
103
Increased
651
Reduced
699
Closed
102
Calls
$18.5M
Puts
$11.6M
Net Calls
+$6.92M
Net Calls Change
-$2.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$218M
2
SW
SoFi Wealth
California
+$168M
3
LPL Financial
LPL Financial
California
+$91.8M
4
PRS
Pinkerton Retirement Specialists
Idaho
+$69.4M
5
FDP
Financiere des Professionnels
Quebec, Canada
+$65.9M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$309M
2
HNB
Huntington National Bank
Ohio
-$270M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$129M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$128M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$99.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
UAG
1301
United Advisor Group
Ohio
$410K +$5.48K +59 +1%
AFA
1302
Arlington Financial Advisors
California
$408K +$408K +4,396 New
ONST
1303
Old North State Trust
North Carolina
$408K – – –
BWM
1304
Brown Wealth Management
Illinois
$408K +$3.62K +39 +0.9%
CKAIS
1305
Christensen King & Associates Investment Services
Washington
$407K -$2.34K -24 -0.6%
BWM
1306
BCS Wealth Management
Tennessee
$407K -$649 -7 -0.2%
RZH
1307
Relyea Zuckerberg Hanson
Connecticut
$406K – – –
FWI
1308
Facet Wealth Inc
Maryland
$405K +$405K +4,170 New
WLPWM
1309
Walled Lake Planning & Wealth Management
Illinois
$403K -$14.3K -154 -3%
NEWAS
1310
N.E.W. Advisory Services
Wisconsin
$400K – – –
LB
1311
Legacy Bridge
Iowa
$400K -$55.7K -600 -12%
CWA
1312
Canvas Wealth Advisors
Kansas
$400K +$45.1K +511 +13%
SFC
1313
Swisher Financial Concepts
Ohio
$397K +$95.5K +1,029 +32%
BWM
1314
BCGM Wealth Management
Indiana
$397K +$13.5K +145 +4%
MSG
1315
Main Street Group
Virginia
$397K +$6.13K +66 +2%
TCOV
1316
Trust Company of Vermont
Vermont
$396K +$94.7K +1,020 +31%
GJIA
1317
Glass Jacobson Investment Advisors
Maryland
$393K – – –
ERIC
1318
Eagle Rock Investment Company
Georgia
$393K – – –
WH
1319
Willner & Heller
California
$393K +$464 +5 +0.1%
LSPW
1320
Lake Street Private Wealth
Illinois
$390K – – –
RMP
1321
Richards, Merrill & Peterson
Washington
$389K – – –
TSMHT
1322
Thurston Springer Miller Herd & Titak
Indiana
$388K +$157K +1,686 +68%
EFG
1323
Embree Financial Group
Illinois
$385K +$11.7K +126 +3%
NPFS
1324
Novak & Powell Financial Services
Florida
$385K +$385K +1,952 New
GAM
1325
Gotham Asset Management
New York
$384K +$384K +4,137 New
51 52
53
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